Data Is Useful. Knowing How to Wield It Is Powerful.
Customer Intelligence monitors your database for specific financial behaviors to surface high-quality opportunities for your team to engage. By continuously enriching contact profiles with the latest data, Customer Intelligence ensures that you’ll have everything you need to deliver timely, relevant, and personalized communications at scale.
HOW IT WORKS
Your data knows what customers want. Do you?
Surface customer intent to understand their goals, identify opportunities to engage, and deliver the next best product or service at every stage of the financial journey.
Create robust customer profiles that support personalized, authentic communications by combining your existing data with aggregated, publicly available third-party data.
Engage customers at the moments that matter with real-time data monitoring and automated alerts for events that drive financial decisions.
Never miss an opportunity
Activity alerts for life events
Be ready to act the moment your customers make the next move on their financial journey. With activity alerts tied to major life events and important financial decisions, Customer Intelligence helps you understand each customer’s short-term needs and long-term goals so you can engage them with the most relevant message, advice, or products.
Mortgage credit inquiry alert
Know when a lender pulls the credit of any contact in your database so your mortgage team can reach out and keep those customers in house.
Learn when a borrower puts their home on the market so you can engage them as they begin searching for another home.
See when a borrower reaches a combined loan-to-target ratio or could put equity toward a home renovation loan.
Identify opportunities when borrowers qualify for a lower rate that could convince them to refinance.
Credit improvement alert
Receive an alert when a past prospect has improved their credit and could now be eligible for a mortgage.
See it in action
Watch our award-winning Customer Intelligence demo from Digital Mortgage
Total Expert Customer Intelligence won the Innovation Challenge at the 2022 Digital Mortgage Conference, sponsored by LendingTree. The Innovation Challenge brought 33 companies to center stage, offering a platform to demonstrate how their products and solutions can help lenders solve important business problems. See how we edged out the competition.
Stop acting on gut instincts. Start acting on data insights.
Schedule Your Demo
Our Customer Intelligence add-on enables you to cross-sell to your current customer base through powerful, real-time insights and alerts.
Core 4 Alerts
Mortgage Credit Inquiry Alert
Identify when a borrower can benefit from a current rate.
See when a borrower reaches a target combined loan-to-value ratio.
Get an alert when a borrower’s home is put on the market.